Why Register for Online Services
Registering for our secure online services provides you with access to a wide range of services that allow you to
- Track trade requests
- Recall quotes created in the last 30 days (90 for AMPP and SIPP)
- Get immediate access to your client records to manage their enquiries
- Reuse the client data you've saved to reduce errors and save time
- Research access to technical product and investment information
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Online Services
New to us?
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Client Servicing
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Client View
See all your clients' policies together, helping you see and manage all of their Standard Life plans.
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New business and top ups
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Start a new quote and apply
This service enables you to create quotes for our group pension plans, individual pension plans and Bonds.
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Retrieve a quote and apply
Retrieve an existing quote you have started, produce the quote and start the application process.
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Retrieve an existing application
For applications you have started, login to retrieve the application, complete the steps and submit online.
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New scheme enquiries
Submit new business enquires for workplace pension schemes allowing you to track enquiries online.
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Business Servicing
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Bulk Data Download
Request a bulk download of your clients’ product information across a wide range of products.
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Adviser Payments
View and print statements following a settlement, helping you to cut down on your administration.
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Integration Services
A number of our services can be integrated into back office systems enabling you to run your business efficiently.
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Register for online services
You need to log in to our online services to use Client View. If you're not yet registered, you can sign up in just a few simple steps.
If you need any help registering, please call our helpdesk on 0345 60 60 036. Call charges will vary.
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Service directory
Get access to all the services we offer and quickly find the support you need in our simple service directory.